Strategy

The Robinswood Financial investment strategy employs the principles of diversification and asset allocation. To implement these principles, we suggest the use of index funds and institutional asset class mutual funds and ETF’s. We work closely with you to make sure you have the
information needed to make the best investment decisions.

We then handle the details to custom-build and maintain your portfolio for your specific situation, making sure your portfolio can take advantage of market upswings while providing the risk protection consistent with your investing personality. Our ultimate goal is to steadily grow your portfolio over the long term to help you meet your financial goals.